Fees
Partner-level financial advice that Associates can afford
I want everyone to have access to quality financial advice, so my fee structure reflects that. Your income determines your fee — with no asset minimum and no income minimum.
Ways to work together
Learning
A comprehensive learning offering with a diverse range of resources to empower your financial growth — blogs, videos, and a catalog of articles where I’ve been a guest.
- Personal finance articles written for young lawyers
- Financial insights explained simply on YouTube
- 20+ articles, podcasts, and publications featuring L.J.
The Developing Financial Process
A 1:1 collaborative process to create and implement a custom financial plan that aims to achieve all of your financial goals and ambitions.
- Life Planning
- Student Loan Repayment Planning
- Career Planning & Planning for Partnership
- Spending and Saving Plan
- Employer Benefits Planning
- Investment Planning
- Insurance Planning
- Tax Planning
- Debt Planning
- Ongoing implementation and monitoring of action items
- Year-round access to financial advice for any question
First Steps
Take the first stride toward a debt-free future. With a one-time student loan repayment plan, you can kickstart your financial journey with confidence and ease.
- Three 1:1 meetings with a CFP® professional
- A detailed report showing how much you can expect to pay for every repayment option — including private refinancing, income-driven repayment plans, and federal repayment options
- Education about each repayment plan’s pros and cons so you can make an informed decision
- A recommendation and list of action steps to effectively pay off your student loans
Why an income-based fee?
Most advisors charge on assets. I don’t.
The industry standard is a percentage of the assets you’ve already built — which quietly locks out the people who need planning most: young lawyers early in their careers, often with a negative net worth and six figures of student debt.
Charging a percentage of income instead means I can work with you at the start of your career, when good decisions compound the longest. No minimum balance to clear, no waiting until you’re “worth enough” to get advice.
Ready to get started?
Schedule a complimentary 30-minute Meet & Confer and see whether the Developing Financial Process is right for you.